Hybrid Wealth Management Relationship Manager

TANGSPAC CONSULTING PTE LTD; Singapore; Hybrid; SGD 80,000 - 120,000; Full time

Job summary

A multi-family office in Singapore seeks a dynamic Hybrid ARM/RM responsible for managing high-net-worth client portfolios. This role involves relationship management, investment support, and operational tasks. Candidates should possess a Bachelor's degree in Finance or related fields and 3–8 years of relevant experience. The position offers competitive compensation, growth opportunities, and exposure to UHNW clients.

Benefits

Competitive compensation

Performance-based incentives

Autonomy and growth opportunities

Qualifications

• 3–8 years of experience in private banking or wealth management.
• Strong understanding of financial products and investment concepts.

Responsibilities

• Support and manage a portfolio of high-net-worth clients.
• Assist in onboarding new clients including KYC/AML processes.
• Coordinate investment execution across asset classes.
• Maintain accurate client data records.

Skills

Client service orientation

Interpersonal skills

Organizational skills

Attention to detail

Execution capability

Proficiency in Microsoft Office

Education

Bachelor's degree in Finance, Economics, Business

Tools

Portfolio management systems

Job description

Location:Singapore
Firm Type: Multi-Family Office
Employment Type: Full-Time

About the Firm:

We are a boutique multi-family office based in Singapore, offering holistic wealth management, investment advisory, and legacy planning services to UHNW and HNW families across Asia and beyond. Our firm emphasizes integrity, independence, and bespoke solutions tailored to the unique needs of each client family. As we grow our team, we are looking for a dynamic and proactive individual to join us in a hybrid ARM/RM capacity.

Role Overview:

As a Hybrid ARM/RM, you will support and/or manage a portfolio of high-net-worth and ultra-high-net-worth clients. You will be responsible for both relationship management and operational execution, depending on experience and seniority. This is a client-facing role with a strong emphasis on wealth advisory, investment coordination, and bespoke client servicing.

Key Responsibilities:

Client Relationship Management

• Serve as a trusted advisor to client families, either in a supporting or lead capacity.
• Assist in the onboarding of new clients, including KYC/AML, account opening, and documentation.
• Maintain and deepen client relationships through regular communication and reviews.
• Liaise with custodians, banks, and external advisors on client matters.

Investment Support & Advisory

• Assist in the preparation of investment proposals, portfolio reviews, and reports.
• Coordinate investment execution across asset classes (public/private markets, funds, alternatives).
• Monitor portfolios and support performance attribution and risk analysis.
• Keep abreast of market developments, products, and investment opportunities.

Operational & Administrative Tasks

• Maintain accurate records of client data, documentation, and communications.
• Ensure compliance with regulatory and internal policies.
• Provide end-to-end support on client transactions and inquiries.

Strategic Initiatives (Optional, Depending on Seniority)

• Contribute to the development of internal processes and service offerings.
• Support business development and referral efforts.
• Participate in thought leadership, marketing, or family governance initiatives.

Qualifications & Experience:

• Bachelor's degree in Finance, Economics, Business, or related field.
• 3–8 years of experience in private banking, wealth management, or a multi-family office setting.
• Strong understanding of financial products, investment concepts, and wealth structuring.

Key Skills:

• High client service orientation with excellent interpersonal skills.
• Strong organizational skills, attention to detail, and execution capability.
• Ability to work independently in a lean and entrepreneurial environment.
• Proficiency in Microsoft Office; familiarity with portfolio management systems is a plus.

What We Offer:

• A flat, collaborative team structure with direct exposure to UHNW clients.
• Autonomy and growth in a dynamic, expanding multi-family office environment.
• Competitive compensation with performance-based incentives.
• Opportunity to evolve into a full RM or senior advisory role over time.